In a column for The Financial Times, fund manager Whitney Tilson says that, while he’s no optimist about the U.S. economy’s short-term prospects, he does “believe the level of panic…
Category: Historical Lessons
Harvard's Porter: Stimulus Should Be More than Short-Term Boost
Famed strategy expert Michael Porter of Harvard Business School shares his view on America’s overall economic strategy on CNBC. Since the election, he says, we are off to a good…
Hussman: Market Undervalued, But Rally Won't Last
John P. Hussman, Ph.D., president of Hussman Investment Trust, thinks the market is “undervalued” and guesses “that the general tenor of the market may remain tepidly positive for a few…
Muhlenkamp: Plenty of "Cadillacs" Selling on the Cheap
Ronald Muhlenkamp, who has headed Muhlenkamp & Company for more than 30 years, tells Forbes that “we’re seeing great companies at dirt cheap prices. And one thing I’ve learned ……
Fisher: Stocks Cheap, Focus on "Other Side of The Valley"
What will the turnaround look like? According to Kenneth Fisher, Forbes columnist and CEO of Fisher Investments, it won’t be a long, drawn-out process. In a speech given at the…
Rogers: Stocks in Margin of Safety Territory
John Rogers, CEO of Chicago-based Ariel Capital Management and long time Forbes magazine columnist, says that stocks have a margin of safety versus bonds at the current time. In his…
CFA Panelists: Economic Bears, Stock Market Bulls
The CFA Institute held its Global Financial Crisis Roundtable Thursday, with institutional expert Theodore Aronson, Goldman Sachs’ Abby Joseph Cohen, bond expert Martin Fridson, and economist Jason Trennert speaking in…
Hulbert: Small-Cap Value Stocks May Be Ripe for Impressive Gains
Small-cap value stocks are risky but they also historically produce jaw-dropping gains at the begining of bull markets, Mark Hulbert writes in the New York Times. Referencing academic research performed…
Schwab CIO: Bounce Will Be Big -- Don't Miss It
Jeff Mortimer, chief investment officer of Charles Schwab’s mutual fund division, tells Fortune that the coming turnaround in the stock market will be a big one, and that investors should…
History Rhymes -- But Do We Learn from It?
Robert F. Bruner, dean of the University of Virginia’s Graduate School of Business and author of The Panic of 1907: Lessons Learned from the Market’s Perfect Storm, writes on Forbes.com…